3,376 hedge funds and large institutions have $173B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 304 funds opening new positions, 1,317 increasing their positions, 1,264 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% more call options, than puts

Call options by funds: $4.07B | Put options by funds: $3.71B

4% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,264

0.38% more ownership

Funds ownership: 62.66%63.04% (+0.38%)

Holders
3,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.07B
Puts
$3.71B
Net Calls
Net Calls Change

Top Sellers

1 -$657M
2 -$604M
3 -$477M
4
First Trust Advisors
First Trust Advisors
Illinois
-$245M
5
KBC Group
KBC Group
Belgium
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
801
Fiduciary Alliance
South Carolina
$5.43M
VWM
802
Valley Wealth Managers
New Jersey
$5.43M
NWM
803
Northcape Wealth Management
New York
$5.43M
RFWA
804
RPg Family Wealth Advisory
Massachusetts
$5.41M
RCM
805
RNC Capital Management
California
$5.41M
SFI
806
SPC Financial Inc
Maryland
$5.4M
Fisher Asset Management
807
Fisher Asset Management
Washington
$5.39M
DWA
808
Douglass Winthrop Advisors
New York
$5.38M
AIA
809
AIMZ Investment Advisors
California
$5.37M
CB
810
Cadence Bank
Mississippi
$5.36M
BA
811
Birinyi Associates
Connecticut
$5.36M
GI
812
GAMCO Investors
Connecticut
$5.35M
MYIA
813
Mount Yale Investment Advisors
Colorado
$5.34M
OIAM
814
OFI Invest Asset Management
France
$5.33M
LFG
815
Larson Financial Group
Missouri
$5.32M
SWMG
816
Signature Wealth Management Group
Georgia
$5.32M
CWM
817
C2C Wealth Management
Arizona
$5.31M
ITC
818
Inspire Trust Company
Nevada
$5.31M
MWM
819
Mission Wealth Management
California
$5.3M
HTC
820
Haverford Trust Company
Pennsylvania
$5.3M
Fayez Sarofim & Co
821
Fayez Sarofim & Co
Texas
$5.28M
Bank Julius Baer & Co
822
Bank Julius Baer & Co
Switzerland
$5.27M
MP
823
McDonald Partners
Ohio
$5.27M
PIM
824
Plato Investment Management
Australia
$5.26M
ANTB
825
AMG National Trust Bank
Colorado
$5.25M